A diverse team of knowledgeable experts uncovering world class solutions

Consultative and Practical Investment & Financial Planning

Schechter Wealth is a boutique, third-generation wealth advisory firm. For over 75 years, our multi-disciplined team consisting of one or more JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs and CFA® charterholders has been quietly advising wealthy families on financial matters including: institutional quality investment advisory services, advanced life insurance planning, income and estate taxes, business succession, and charitable planning. From developing institutional quality investment plans to advising clients on business sales, we have the expertise to assist across the full spectrum of financial situations our clients may face. // Whether working with our clients’ advisors or directly with family decision makers, our transparent architecture and consultative approach coupled with our multiple disciplines delivers the trusted guidance our clients deserve. Watch the video

Investment Advisory Services

Our process starts with a simple question. What’s important to you? Discovering your goals, your passion, your desires, and your fears is a critical first step to developing a personalized investment plan. That plan is put in action through our institutional quality investment platform built on independence, tax efficiency, and world class research & partners.Learn More

Advanced Life Insurance Solutions

Schechter Wealth has over 75 years of experience designing, implementing, and managing advanced life insurance strategies. Our consultative approach and technical expertise has made us a leader, both by reputation and by performance, in the national market.Learn More

Crain’s Detroit: What wealth management experts like, dislike.

“Interest rates for long-term bonds are much more likely to go up than down. It’s been a 30-year bull market for bonds, and it’s coming to an end,” Bernie Kent, Chairman and senior adviser, Schechter Investment Advisors LLC responds to Tom Henderson of Crain’s.

THE MORE YOU MAKE, THE MORE NEW TAXES YOU HAVE TO PAY

Bernie Kent of Schechter Investment Advisors contributes to the explanation about higher tax rates for upper-income taxpayers, as well as a higher capital gains tax rate and a new investment surtax that was included in the Affordable Care Act.

Schechter Wealth and Schechter Investment Advisors serve clients throughout Michigan including Oakland County, Birmingham, Bloomfield Hills, Franklin and Grosse Pointe. We also work with clients in New York, Los Angeles, West Palm Beach and Minneapolis to name a few.

Securities offered through NFP Advisor Services, LLC (NFPAS), Member FINRA / SIPC. Investment Advisory Services may be offered through NFPAS or Schechter Investment Advisors, LLC (SIA). NFPAS is not affiliated with Schechter Wealth or Schechter Investment Advisors. NFPAS does not provide legal or tax advice, and is not a Certified Public Accounting firm. SIA is an SEC registered investment adviser; please consult the Firm’s Form ADV disclosure documents, available on the SEC’s Investment Adviser Public Disclosure website. The above links are provided for your information only. As they are provided by third parties, NFP Advisor Services, LLC (NFPAS) does not endorse, nor accept any responsibility for the content. NFPAS does not independently verify this information, nor do we guarantee its accuracy or completeness.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. NFP Advisor Services, LLC makes no representation as to the completeness or accuracy of information provided at these web sites. Nor is NFP Advisor Services, LLC liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of NFP Advisor Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact NFP Advisor Services, LLC Compliance Department at 512-697-6000.